Hello,
Does anyone know how can I link Maintain X with Salesforce?
I want to trigger a “Request” in Salesforce as soon as a work order with “Reactive” category is created in MaintainX.
Help in this matter would be highly appreciated.
Thanks
SK
Question
How to link MaintainX with Salesforce for triggering requests
+6- Zapier Solution Partner
Hey
Here are all the triggers/actions for MaintainX in Zapier- https://zapier.com/apps/maintainx/integrations
Here are all the triggers/actions for Salesforce in Zapier- https://zapier.com/apps/salesforce/integrations
Yes it is possible to link MaintainX with Salesforce using Zapier. Try this worflow-
- New Category on Work Order Trigger
- Launch Flow
It’s a bit unclear what you mean by triggering a request in Salesforce but I assume it’s triggering a flow in Salesforce. This is a sample workflow and you may need to add other actions like Filter, Formatter etc as workflows are usually personalized to user’s needs. Hope it helps!
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